Difference between pages "Managing Templates for OnePager Live (Portal)" and "Settings for OnePager Live"

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==About Managing Templates==
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==Managing Settings for OnePager Live==
  
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24.0.1-OPL
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3.0.2-OPL Not edited beyond this point.
  
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1) The OnePager '''template''' specifies the initial appearance of each new project view. It is the '''template''' from which a new project view is created and from which all of the settings in the Project-View Properties ('''PVP''') form are initially populated.   
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1) The '''Settings''' section can be found on the OnePager Live '''Getting Started''' or '''Home''' page as shown below where you should click the '''Settings''' button:
  
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2) A '''template''' is a great way to achieve standardization across projects and across people!  If everyone starts with the same '''template''', then the resulting project views will adhere to standards that make it much easier for your audiences to digest..
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<center>[[File:LE-0_03_0_6-OPL-(2)-07292016.png]]</center>
  
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3) The '''template''' is also the place where you have the largest number of Microsoft Project or Microsoft Excel plan columns from which to import into OnePager.    Mentioning a source plan column in the '''template''' will assure that OnePager will import that information when the project view is first created.
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2) After clicking the '''Settings''' button the '''Settings''' page will appear with its four options as shown below:
  
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See the article on '''Other Columns''' tab at the following links:  [[Template Only Features for OnePager Live | Template Only Features]] 24.1.1-OPL for more instructions on how to bring in additional Microsoft Project and Microsoft Excel plan columns.
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<center>[[File:LE-0_03_0_6-OPL-(3)-07292016.png]]</center>
  
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==Accessing the OnePager Template==
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==Manage Templates==
  
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1) '''Templates''' are accessed from the OnePager Live '''Home''' page also called the '''Getting Started''' page by clicking on the '''Settings''' button at the top of the page as shown below:
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3) When you click on the '''Manage Templates''' button the following page appears which provides the options shown below:
  
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<center>[[File:LE-0_03_0_6-OPL-(2)-07292016.png]]</center>  
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<center>[[File:LE-3_0_2-OPL-(1)-07292016.png]]</center>
  
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2) Clicking the '''Settings''' button takes you to the '''Settings''' page where you'll find the '''Manage Templates''' button as shown here:
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4) The '''Template Management''' options are covered in a separate article which can be found at: [[Managing Templates for OnePager Live (Portal) | Managing Templates (Portal)]] 24.0.1-OPL. 
  
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<center>[[File:LE-24_0_1-OPL-(2)-07292016.png]]</center>
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5) Often '''Template Management''' is a responsibility of your OnePager Live System Administrator.  However, sometimes, users need to modify '''Templates''' or create new '''Templates''' to achieve their schedule communications goals.
  
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==Accessing the OnePager Template from the Add-in Application==
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==Schedule Automatic Updates==
  
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1) To view or edit the '''template''' from the OnePager '''Add-in''' application, click the '''Templates…''' button on the Microsoft Project tool bar for '''OPP''' or the Microsoft Excel tool bar for '''OPX'''.  The '''Template…''' button for '''OPP''' is shown below:
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6) Clicking the '''Schedule Automatic Updates''' button takes yo to the page shown below:
  
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<center>[[File:P53-24_0_1-53-(1)-10062016.png]]</center>
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<center>[[File:LE-3_0_2-OPL-(2)-07292016.png]]</center>
  
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==Accessing the OnePager Template from the Desktop Application==
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7) The '''Schedule Automatic Update''' feature of OnePager Live is provided so that you may automatically update project views from project plan source files stored in the cloud. 
  
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2) To view or edit the '''template''' from the OnePager '''Desktop''' application requires a couple of steps as described below:
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8) OnePager Live will, on a scheduled basis, access the desired plan source file and update the desired project views by adding snapshots automatically.  Your responsibility is to update your plan's source files before the scheduled update performed by OnePager Live.
  
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:a) Launch '''OPP''' or '''OPX''' from the '''desktop icon'''. This action brings up the '''OnePager Pro Start''' form which you should ignore for now.
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9) Details on how to schedule automatic updates and perform maintenance on these schedules can be found at: [[Managing Automatic Updates for OnePager Live | Managing Automatic Updates]] 0.03.3.1-OPL.
  
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:b) Next, click the '''File''' tab on the ribbon of the Project View Editor '''PVE''' screen and then the '''Options''' tab on the screen will appear like this:
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==Delete Project View(s)==
  
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<center>[[File:P53-24_0_1-53-(2)-10062016.png]]</center>
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10) Clicking the '''Delete Project View(s)''' button brings up the page below from which you may select one or more project views to delete:
  
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:c) Clicking the '''Template...''' button as shown above will bring up the '''Template Properties''' form for editing as illustrated below:
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<center>[[File:LE-3_0_2-OPL-(4)-07292016.png]]</center>
  
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<center>[[File:P53-24_1_1-53-(1A)-10062016.png]]</center>
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11) Note that project view listed are organized by '''Work Group'''.  We recommend that you first make sure that your '''Work Group''' is showing in the window near the bottom of the page before attempting to look for specific project views to delete.
  
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3) Illustrated above are the steps for accessing the '''template''' associated with the '''OPP desktop''' application.  The same steps are used to access the '''OPX desktop''' application’s '''template'''.
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12) Deletion of project views is a special case for project view management because project view are often shared.  The topic falls in the category of '''Management of Project Views''' which can be found in thissection of the Wiki: [[Managing Project View Data for OnePager Live | Managing Project View Data (Portal)]] 23.0.1-OPL.  Specifically, the topic of deleting project views is covered in detail here: [[Deleting Project Views for OnePager Live | Deleting Project Views]] 23.3.1-OPL.
  
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==Customizing the OnePager Template==
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==Administrator Console==
  
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4) You can customize a '''template''' to have your project views '''start out with''' a common look and use a standard set of Microsoft Project columns. For '''OPX''' this also applies to Microsoft Excel columns.  
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13) '''Administrator Console''' functions are covered at: [[Administrator's Console for OnePager Live (Private Articles for Admin) (Portal) for OnePager Live | Administrator's Console for OnePager Live (Private Articles for Admin) (Portal))]] 0.03.1.1-OPL
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14) Typically users do not need to have access to the '''Administrator Console''' as these functions are managed by the designated OnePager Live system administrator.
  
 
==Related Links==
 
==Related Links==
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5) The first two links below are to articles concerning '''template only features''' for '''OPP''' and '''OPX''' that specifically deal with the '''Template Properties''' form’s '''Main''' tab, '''Advanced''' tab, and '''Other Column’s''' tab.
 
  
 
{| class="wikitable"
 
{| class="wikitable"
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| [[Template Only Features for OnePager Live | Template Only Features]] 24.1.1-OPL
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| [[Managing Templates for OnePager Live (Portal) | Managing Templates (Portal)]] 24.0.1-OPL
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|}
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|-
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| [[Managing Automatic Updates for OnePager Live | Managing Automatic Updates]] 0.03.3.1-OPL
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6) The remaining links below provide specific information on using '''OPP’s''' '''Enterprise Custom Fields''' feature, '''column splitting and parsing''' features for both products, and how to '''manage the current template'''.  
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|-
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| [[Managing Project View Data for OnePager Live | Managing Project View Data (Portal)]] 23.0.1-OPL
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{| class="wikitable"
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| [[Using Enterprise Custom Fields from Microsoft Project for OnePager Live | Using Enterprise Custom Fields from Microsoft Project]] 24.3.1-OPL
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|-
 
|-
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| [[Splitting and Parsing Columns for OnePager Live | Splitting and Parsing Columns]] 24.4.1-OPL
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| [[Deleting Project Views for OnePager Live | Deleting Project Views]] 23.3.1-OPL
 
|-
 
|-
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| [[Managing the Current Template for OnePager Live | Managing the Current Template]] 24.6.1-OPL
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| [[Administrator's Console for OnePager Live (Private Articles for Admin) (Portal) for OnePager Live | Administrator's Console for OnePager Live (Private Articles for Admin) (Portal))]] 0.03.1.1-OPL
 
|}
 
|}
  
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(24.0.1-OPL)
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(3.0.2-OPL)
  
 
[[Category:OnePager Live]]
 
[[Category:OnePager Live]]
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[[Category:Editing a Project View]]
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[[Category:Getting Started]]
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[[Category:Editing a Project View]]
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[[Category:Settings]]
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[[Category:Task/Milestone Editing]]
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[[Category:Automatic Schedule Updates]]
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[[Category:Maintain Schedule Updates]]
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[[Category:Template Management]]
 
[[Category:Project Views]]
 
[[Category:Project Views]]
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[[Category:Templates Versus Project Views]]
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[[Category:Administrator]]
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[[Category:Enterprise Integration]]
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[[Category:Ribbon]]
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[[Category:Snapshots]]
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[[Category:Templates]]
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[[Category:Project-View Properties Form]]
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Revision as of 21:18, 29 July 2016

Managing Settings for OnePager Live

3.0.2-OPL Not edited beyond this point.

1) The Settings section can be found on the OnePager Live Getting Started or Home page as shown below where you should click the Settings button:

File:LE-0 03 0 6-OPL-(2)-07292016.png

2) After clicking the Settings button the Settings page will appear with its four options as shown below:

LE-0 03 0 6-OPL-(3)-07292016.png

Manage Templates

3) When you click on the Manage Templates button the following page appears which provides the options shown below:

File:LE-3 0 2-OPL-(1)-07292016.png

4) The Template Management options are covered in a separate article which can be found at: Managing Templates (Portal) 24.0.1-OPL.

5) Often Template Management is a responsibility of your OnePager Live System Administrator. However, sometimes, users need to modify Templates or create new Templates to achieve their schedule communications goals.

Schedule Automatic Updates

6) Clicking the Schedule Automatic Updates button takes yo to the page shown below:

LE-3 0 2-OPL-(2)-07292016.png

7) The Schedule Automatic Update feature of OnePager Live is provided so that you may automatically update project views from project plan source files stored in the cloud.

8) OnePager Live will, on a scheduled basis, access the desired plan source file and update the desired project views by adding snapshots automatically. Your responsibility is to update your plan's source files before the scheduled update performed by OnePager Live.

9) Details on how to schedule automatic updates and perform maintenance on these schedules can be found at: Managing Automatic Updates 0.03.3.1-OPL.

Delete Project View(s)

10) Clicking the Delete Project View(s) button brings up the page below from which you may select one or more project views to delete:

LE-3 0 2-OPL-(4)-07292016.png

11) Note that project view listed are organized by Work Group. We recommend that you first make sure that your Work Group is showing in the window near the bottom of the page before attempting to look for specific project views to delete.

12) Deletion of project views is a special case for project view management because project view are often shared. The topic falls in the category of Management of Project Views which can be found in thissection of the Wiki: Managing Project View Data (Portal) 23.0.1-OPL. Specifically, the topic of deleting project views is covered in detail here: Deleting Project Views 23.3.1-OPL.

Administrator Console

13) Administrator Console functions are covered at: Administrator's Console for OnePager Live (Private Articles for Admin) (Portal)) 0.03.1.1-OPL

14) Typically users do not need to have access to the Administrator Console as these functions are managed by the designated OnePager Live system administrator.

Related Links

Managing Templates (Portal) 24.0.1-OPL
Managing Automatic Updates 0.03.3.1-OPL
Managing Project View Data (Portal) 23.0.1-OPL
Deleting Project Views 23.3.1-OPL
Administrator's Console for OnePager Live (Private Articles for Admin) (Portal)) 0.03.1.1-OPL

(3.0.2-OPL)

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